The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
EVE HLDG INC *W EXP 05/09/202 29970N112 172 351,002 SH   SOLE   351,002 0 0
JOBY AVIATION INC *W EXP 08/10/202 G65163118 2 2,625 SH   SOLE   2,625 0 0
RENEW ENERGY GLOBAL PLC *W EXP 08/30/202 G7500M120 3,854 844,245 SH   SOLE   844,245 0 0
SUPER GROUP SGHC LIMITED *W EXP 99/99/999 G8588X111 147 210,700 SH   SOLE   210,700 0 0
HUYA INC ADS REP SHS A 44852D108 280 126,000 SH   SOLE   126,000 0 0
ALPHABET INC CAP STK CL C 02079K107 337 3,500 SH   SOLE   3,500 0 0
META PLATFORMS INC CL A 30303M102 380 2,800 SH   SOLE   2,800 0 0
PINTEREST INC CL A 72352L106 825 37,000 SH   SOLE   37,000 0 0
VALARIS LIMITED CL A G9460G101 3,857 78,820 SH   SOLE   78,820 0 0
VASTA PLATFORM LTD CL A G9440A109 5,147 980,471 SH   SOLE   980,471 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 1,333 70,000 SH   SOLE   70,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 372 5,000 SH   SOLE   5,000 0 0
CAMECO CORP COM 13321L108 822 31,000 SH   SOLE   31,000 0 0
CAZOO GROUP LTD COM G2007L105 184 400,000 SH   SOLE   400,000 0 0
EQT CORP COM 26884L109 571 14,000 SH   SOLE   14,000 0 0
HECLA MNG CO COM 422704106 788 200,000 SH   SOLE   200,000 0 0
INTEL CORP COM 458140100 1,289 50,000 SH   SOLE   50,000 0 0
KOSMOS ENERGY LTD COM 500688106 2,404 465,000 SH   SOLE   465,000 0 0
LAM RESEARCH CORP COM 512807108 476 1,300 SH   SOLE   1,300 0 0
MICRON TECHNOLOGY INC COM 595112103 264 5,270 SH   SOLE   5,270 0 0
NEWMONT CORP COM 651639106 1,261 30,000 SH   SOLE   30,000 0 0
NUVECTIS PHARMA INC COM 67080T108 3,988 562,547 SH   SOLE   562,547 0 0
PAN AMERN SILVER CORP COM 697900108 3,595 226,400 SH   SOLE   226,400 0 0
PAYPAL HLDGS INC COM 70450Y103 1,291 15,000 SH   SOLE   15,000 0 0
TMC THE METALS COMPANY INC COM 87261Y106 1,800 1,713,891 SH   SOLE   1,713,891 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 470 10,750 SH   SOLE   10,750 0 0
OPEN LENDING CORP COM CL A 68373J104 645 80,200 SH   SOLE   80,200 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,003 45,754 SH   SOLE   45,754 0 0
STONECO LTD COM CL A G85158106 191 20,000 SH   SOLE   20,000 0 0
ORGENESIS INC COM NEW 68619K204 77 54,167 SH   SOLE   54,167 0 0
FARFETCH LTD ORD SH CL A 30744W107 947 127,100 SH   SOLE   127,100 0 0
DESPEGAR COM CORP ORD SHS G27358103 1,140 200,000 SH   SOLE   200,000 0 0
KAROOOOO LTD ORD SHS Y4600W108 61 2,582 SH   SOLE   2,582 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 1,352 227,562 SH   SOLE   227,562 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 201 7,000 SH   SOLE   7,000 0 0
JD.COM INC SPON ADR CL A 47215P106 1,006 20,000 SH   SOLE   20,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 1,235 75,000 SH   SOLE   75,000 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 1,614 300,000 SH   SOLE   300,000 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 2,262 437,500 SH   SOLE   437,500 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 4,153 1,022,816 SH   SOLE   1,022,816 0 0
MESOBLAST LTD SPONS ADR 590717104 382 150,000 SH   SOLE   150,000 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 875 109,000 SH   SOLE   109,000 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 1,375 170,000 SH   SOLE   170,000 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 3,026 1,245,300 SH   SOLE   1,245,300 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 3,073 329,700 SH   SOLE   329,700 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 448 7,000 SH   SOLE   7,000 0 0
TIM S A SPONSORED ADR 88706T108 3,104 277,675 SH   SOLE   277,675 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 720 9,000 SH   SOLE   9,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 4,863 565,500 SH   SOLE   565,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 58 850 SH   SOLE   850 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206 3,746 80,000 SH   SOLE   80,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD PUT 874039950 29 80 SH   SOLE   80 0 0
APPLE INC PUT 037833950 540 1,000 SH   SOLE   1,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 74 1,500 SH   SOLE   1,500 0 0
ISHARES INC CALL 464286900 212 1,500 SH   SOLE   1,500 0 0